Unclaimed
Nathaniel James Barnette is a financial advisor with over 5 years of experience in the industry. Nathaniel is a registered representative with Private Advisor Group, LLC, and is licensed to provide investment advice in Indiana, Virginia and other states. Nathaniel's previous experience includes working with Raymond James Financial Services, Inc., and AT&T. Nathaniel is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
03/28/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
07/30/2018 - 11/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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